Settings and activity
11 results found
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25 votes
An error occurred while saving the comment 
Jeff Gillies
supported this idea
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160 votes
Thanks for your passion and the detailed feedback on this idea, community. We can see how much time is spent manually consolidating tracking category budgets, and why having this roll-up automatically would make a big difference.
As noted by others in the thread, one option for now is to use a third-party app from the Xero App Store. Some in the community have mentioned tools like Spotlight Reporting or Budget Consolidator are great for this, and it’s a good way to get the insights you’re after.
While we understand the value this feature would add, it isn't on our immediate roadmap to build right now. We know that's not the news you're hoping for, but we want to be transparent about what's in our current focus - You can get a view of some of the changes coming in the next quarter through our website, The Long and Short of…
Jeff Gillies
supported this idea
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59 votesJeff Gillies
supported this idea
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139 votesJeff Gillies
supported this idea
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An error occurred while saving the comment Jeff Gillies
commented
Adding a lot more placeholder options would save us a lot of time. As well as the new placeholders noted in this idea already, an [Invoice_Date +/1 no. of days) would also be very useful
An error occurred while saving the comment Jeff Gillies
commented
This would be very useful and enable automation and save a lot of time.
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19 votesJeff Gillies
supported this idea
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4 votesJeff Gillies
shared this idea
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297 votes
Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better.
We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ.
Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.
We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit…
An error occurred while saving the comment Jeff Gillies
commented
We should be able to add any report to report packs, including all the payroll reports, activity statement reports including the custom period report, GST reconcilation report, ie any report you can run in Xero should be able to be added to a report group. The idea is that each month/period you want to reconcile you just run your report pack that will have all the reports you need and run this once rather than running each report individually.
Jeff Gillies
supported this idea
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43 votes
Hi community 👋
Thanks for sharing and supporting this idea - while I don't have an update specific to this idea, I thought you might be interested in the following:
Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to create an AU payroll reporting pack is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!
They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.
The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.
They aim to discover:
- Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
- Whether this conceptual solution…
An error occurred while saving the comment Jeff Gillies
commented
We should be able to add any report to report packs, including all the payroll reports, activity statement reports including the custom period report, GST reconcilation report, ie any report you can run in Xero should be able to be added to a report group. The idea is that each month/period you want to reconcile you just run your report pack that will have all the reports you need and run this once rather than running each report individually.
Jeff Gillies
supported this idea
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51 votes
Hi community, we appreciate hearing your interest around the reports that would be useful for you to use in Report Templates.
We have decided to split the request for Payroll reports and the Tracking Summary report as it is unlikely these would both be added at once.
You'll find the new idea for the Tracking Summary report across here and this one will remain centered around Payroll reports.
We want to be honest that we don't have any plans at this stage for adding payroll reports to Report Templates. But, our product teams are aware of the interest surrounding this and we'll let you know if there is any progress on this idea.
An error occurred while saving the comment Jeff Gillies
commented
We should be able to add any report to report packs, including all the payroll reports, activity statement reports including the custom period report, GST reconcilation report, ie any report you can run in Xero should be able to be added to a report group. The idea is that each month/period you want to reconcile you just run your report pack that will have all the reports you need and run this once rather than running each report individually.
Jeff Gillies
supported this idea
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48 votes
Hi team, this report has been split out from a previous one that requested the addition of both payroll and tracking summary reports to Report Templates. It's unlikely both these reports would be added at once, and it's good to track the interest in each.
While we have just released a new Tracking Summary report in Xero this isn't something that's been added to Report Templates just yet, if there are any plans for this we'll let you know here. Thanks
An error occurred while saving the comment Jeff Gillies
commented
We should be able to add any report to report packs, including all the payroll reports, activity statement reports including the custom period report, GST reconcilation report, ie any report you can run in Xero should be able to be added to a report group. The idea is that each month/period you want to reconcile you just run your report pack that will have all the reports you need and run this once rather than running each report individually.
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12 votes
Hi everyone, appreciate the feedback on my last question. I've slightly amended the title of this idea. As a bit of an update from when I last posted we have actually made an update in History & Notes as I know some of you were interested in - You can now Export to PDF or Excel from this screen and you'll find there are filter options to help you zone into the items you're most interested in looking at.
Jeff Gillies
supported this idea
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An error occurred while saving the comment Jeff Gillies
commented
In addition to the above, it would be good if your could sort the exceptions by date modified as I'm more interested in the exceptions in the period I am reviewing. Alternatively setting a date range to filter the data in the reports to only show data and exceptions in the period specified
Please fix this. It will save everyone involved in preparing and reviewing time for each payment run